Estate Planning Case Study
Estate Planning Case Study provides an opportunity to apply concepts learned in earlier estate planning courses to real-world client situations.
| Price |
$215 Nonmembers / $160 Members |
| Course Credits |
AIB: 0 ; ICB: 2.5 (CTFA/PFI) ; CFP: 1.0 |
| Prerequisites |
Estate Planning Course Series* |
| Required Software |
None |
| Optional Software |
Adobe Acrobat Reader and RealPlayer |
Audience
*This case study activity is appropriate for trust officers who have expanded their skills in estate planning by completing all of the following courses in the Estate Planning series.
- Estate Planning Overview
- Estate Planning for Marital Deductions
- Estate Planning for Lifetime Gifts
- Estate Planning for Charitable Giving
- Estate Planning for the Business Owner
Learning Objectives
After completing this course, students will gain experience in:
- Identifying planning opportunities that meet clients' needs
- Determining the tax effect of a client's estate plan and possible transactions
- Designing strategies to minimize a client's estate taxes
- Crafting solutions to client needs that will bring new business opportunities
Questions? Please contact training@aba.com for more information.
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